Institutional Ownership Ishares Trust Ishares 1 5 Year (IGSB)
This table provides information about the institutional ownership of Ishares Trust Ishares 1 5 Year (IGSB). We have compiled data on the 1,074 institutions that hold shares in the stock, with a total of 394 Million shares, which have been reported (via 13F filing form) to have a value of $20.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Allocation & Management Company, LLC
|
Jul 16, 2025 Q2 2025 |
9,139
shares
|
$484,823
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
9,138
shares
|
$484,770
0.23% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
9,076
shares
|
$481,481
0.01% of portfolio
|
Q2 2025
Reduced 63.76%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
9,000
shares
|
$477,450
0.45% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
8,993
shares
|
$477,078
0.07% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Rede Wealth, LLC
|
Aug 04, 2025 Q2 2025 |
8,984
shares
|
$476,601
0.17% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Clarendon Private LLC
Boston, MA |
Jul 25, 2025 Q2 2025 |
8,889
shares
|
$471,561
0.45% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
8,882
shares
|
$471,190
0.06% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
8,874
shares
|
$470,765
0.15% of portfolio
|
Q2 2025
Reduced 95.68%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
8,763
shares
|
$464,877
0.07% of portfolio
|
Q2 2025
Added 44.22%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
8,657
shares
|
$459,253
0.24% of portfolio
|
Q2 2025
Reduced 15.59%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jul 24, 2025 Q2 2025 |
8,628
shares
|
$457,715
0.32% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
8,610
shares
|
$456,760
0.18% of portfolio
|
Q2 2025
Reduced 40.46%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
8,486
shares
|
$450,182
0.28% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
8,436
shares
|
$447,529
0.12% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Aug 13, 2025 Q2 2025 |
8,404
shares
|
$445,832
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
Feb 13, 2025 Q4 2024 |
8,404
shares
|
$445,832
0.45% of portfolio
|
Q3 2023
Reduced 5.32%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
8,402
shares
|
$445,726
0.0% of portfolio
|
Q2 2025
Added 9.9%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
8,380
shares
|
$444,559
0.04% of portfolio
|
Q1 2025
Reduced 12.57%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
8,332
shares
|
$442,012
0.02% of portfolio
|
Q2 2025
Reduced 25.83%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
8,269
shares
|
$438,670
0.0% of portfolio
|
Q2 2025
Reduced 82.42%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
8,211
shares
|
$435,593
0.05% of portfolio
|
Q2 2025
Reduced 16.05%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
8,200
shares
|
$435,010
0.03% of portfolio
|
Q2 2022
Reduced 0.02%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
8,200
shares
|
$435,010
1.12% of portfolio
|
Q4 2021
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
8,195
shares
|
$434,744
0.04% of portfolio
|
Q2 2025
Added 0.1%
|